As of now, our CRM offers 2 keyboard shortcuts. Adding a new task, and opening the email composer. Following are the two available shortcut as of now. Adding a task When on the contacts page. Click on the name of the contact and open the contact record page. Once on the contact record page, use Shift+t (for PC or Mac) to quickly open the create a task for the contact
I didn’t get my activation email
If you didn’t receive an activation email, you can follow the below mentioned steps: The email is still on the way. Sometimes due to internet traffic or network issues, email delivery can take some time. It depends on the internet traffic and the reception of the ISP. During holidays and peak sending times, it is possible to witness this delay. Check your spam, junk or bulk email file There are
How do I contact Benchmark CRM for support?
We are here to help! You can contact our Benchmark CRM support team via email: firstname.lastname@example.org Also, when logged into your Benchmark CRM account. Here’s how: Log into your Benchmark CRM account. Click on the Help tab from the top menu. Now, click on Chat Us. Begin a live chat with a CRM support agent. We are here to assist you!
How do I view Benchmark Email reports in my CRM account?
Create and send your campaign in your Benchmark account and view a report of the status and clicks of your email. To view your Benchmark Email reports within your Benchmark CRM account, follow the steps below: Log into your Benchmark CRM account. Click on the navigation icon and select Contacts or Leads. Select the name of the Contact/Lead you would like to see the report for. Scroll to the bottom
How to Export your CRM views into Benchmark Email?
You can export your Benchmark CRM Views into your Benchmark account at any time and get an overview of the activity made with your Contacts/Leads. To export your Benchmark CRM views into Benchmark, follow the instructions below: Log into your Benchmark CRM account. Click on the navigation icon and select Contacts or Leads. Now click on the Add button. Choose the Create Email Marketing List button. Name your Email Marketing
How do I sync my Google Form contacts with the CRM?
The Benchmark CRM API allows you to pull your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts. Click on your Username located on the right top corner and select settings. Scroll down to the end of the settings page and click on API Sync. Name the sync as per your convenience. This name is for your
How do I create Benchmark Email marketing lists from my CRM contacts or leads?
Creating an email list in Benchmark Email from your Benchmark CRM contacts or leads requires you to integrate your Benchmark email account with your Benchmark CRM account. To integrate your Benchmark accounts click here. Once the account is integrated, you’ll be able to create your list. Follow the steps below to create an email marketing list in your Benchmark Email account from your CRM account. Login to your
How do I see if my CRM contacts or leads have engaged (opens and clicks) with my Benchmark Email campaigns?
Once you integrate your Benchmark CRM account with your Benchmark Email account, you will be able to see if your contacts or leads engaged with your email marketing campaigns. Please follow the below steps to check the engagement (opens and clicks) in your Benchmark CRM account. Click on the name of the Contact or Leads from home, search or dashboard. Scroll down to bottom of the page. Click on the
How do I sync my Gmail Contacts with my CRM Contacts?
Benchmark CRM API allows pulling your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts. Click on your username located on the right top corner and select settings. Scroll down to the end of the settings page and click on API Sync. Name the sync as per your convenience. This name is for your reference only. From the
How do I find my records that I have tagged?
Following are two ways to locate the records that have tags associated with them. Universal Search Creating views with/without Tags Universal Search Using the universal search placed on the top of the window allows to you quickly search with tags. To search a record with a tag, just type in the tag in the universal search and all the records with the mentioned tags will populate in the search results.